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Global Automakers

topic on 3 shows · 3 statements across 3 episodes

BG2 Pod Sourcery Catalyst

3 statements about Global Automakers, every show

SOURCERY Assertion Not checkable as stated
Younis: 18 of top 20 global automakers use Applied Intuition
“Of the top 20 global automakers, 18 are our customers, so vast majority of the industry is using some components here to, You know, modernize their actual products from just tooling to the full operating system to intelligent cabin to autonomy.”
Qasar Younis Apr 7, 2026 ▶ 5:10 A Rare Look Inside Applied Intuition’s Physical AI Garage · Sourcery with Molly O'Shea
BG2 Prediction Not checkable as stated
Gerstner: Autonomous shift could shrink global automakers from 20 to 3 or 4
“I think there is a path where this is that event, that extinction event, tectonic event that leads, takes us from 20 OEMs down to three or four. And if we sat here in five or six or seven years and we were on a path to three or four global automakers, it would…”
Brad Gerstner Nov 21, 2024 ▶ 38:15 Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
CATALYST Assertion Not checkable as stated
Bullard: No breakout global automakers emerged since Korean firms in the 1990s
“We really haven't had new breakout global high quality automakers since probably the Korean companies were doing this in the 19 eighties and 19 nineties.”
Nat Bullard Mar 2, 2023 ▶ 9:28 More 2023 trends: EVs, onshoring, and the three ages of decarbonization

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